We are live on ! Find out more
GFY

Western Asset Variable Rate Strategic Fund, Inc

Delisted

GFY was delisted on the 20th of November, 2020.

23 hedge funds and large institutions have $52.5M invested in Western Asset Variable Rate Strategic Fund, Inc in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $49.8M → $52.5M (+$2.75M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less funds holding

Funds holding: 2423 (-1)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVP
1
Relative Value Partners
Illinois
$25.6M +$3M +180,716 +13%
SIA
2
Sit Investment Associates
Minnesota
$16.7M +$300K +18,078 +2%
UBS Group
3
UBS Group
Switzerland
$1.86M -$85.1K -5,124 -4%
IT
4
Independence Trust
Tennessee
$1.73M -$128K -7,718 -7%
Morgan Stanley
5
Morgan Stanley
New York
$1.08M +$16.5K +993 +2%
First Trust Advisors
6
First Trust Advisors
Illinois
$885K +$5.12K +308 +0.6%
Bessemer Group
7
Bessemer Group
New Jersey
$826K +$830K +50,000 New
HighTower Advisors
8
HighTower Advisors
Illinois
$626K -$19K -1,143 -3%
PIA
9
Peachtree Investment Advisors
Georgia
$612K -$60.9K -3,667 -9%
Bank of America
10
Bank of America
North Carolina
$567K +$165K +9,954 +41%
Invesco
11
Invesco
Georgia
$477K
Wells Fargo
12
Wells Fargo
California
$289K +$140K +8,450 +94%
PMG
13
ProVise Management Group
Florida
$280K -$16.6K -1,000 -6%
AF
14
Affiance Financial
Minnesota
$246K -$15.1K -910 -6%
SMC
15
Smith, Moore & Co
Missouri
$232K
CL
16
CSS LLC
Illinois
$219K +$1.61K +97 +0.7%
DA
17
Doliver Advisors
Texas
$173K +$174K +10,477 New
OIA
18
Optimum Investment Advisors
Illinois
$72K +$2.54K +153 +4%
Citigroup
19
Citigroup
New York
$48K -$439K -26,442 -90%
MFS
20
MSI Financial Services
Massachusetts
$17K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15K -$15.8K -950 -51%
CPIG
22
Chicago Partners Investment Group
Illinois
$15K -$116 -7 -0.8%
Barclays
23
Barclays
United Kingdom
$2K +$1.66K +100 New
VKH
24
Virtu KCG Holdings
New York
-$273K -16,380 Closed
RJFSA
25
Raymond James Financial Services Advisors
Florida
-$221K -13,285 Closed

GFY Hedge Fund Activity: Q1 2015 in Review

23 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Western Asset Variable Rate Strategic Fund, Inc (GFY) for Q1 2015, worth a combined $52.5M — up 5.5% from $49.8M a quarter earlier.

Fund positioning in GFY was balanced in Q1 2015: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 9 trimmed.

The largest buyer was Relative Value Partners, adding an estimated $3M. The largest seller was Citigroup, cutting an estimated $439K.

  • 23 institutional investors held Western Asset Variable Rate Strategic Fund, Inc (GFY) as of Q1 2015, down from 24 in Q4 2014.
  • Funds reported $52.5M of Western Asset Variable Rate Strategic Fund, Inc stock for Q1 2015, up 5.5% quarter-over-quarter.
  • 3 funds opened new Western Asset Variable Rate Strategic Fund, Inc positions in Q1 2015 and 3 closed out, a net change of 0 holders.
  • The largest Western Asset Variable Rate Strategic Fund, Inc buyer in Q1 2015 was Relative Value Partners, an estimated $3M added.
  • The largest Western Asset Variable Rate Strategic Fund, Inc seller in Q1 2015 was Citigroup, an estimated $439K sold.

Based on aggregated 13F filings for Q1 2015.